Watershed Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Sell |
28,489
-233
| -0.8% | -$6.81K | 0.3% | 52 |
|
|
2025
Q1 | $719K | Hold |
28,722
| – | – | 0.29% | 56 |
|
|
2024
Q4 | $800K | Sell |
28,722
-190
| -0.7% | -$5.3K | 0.31% | 53 |
|
|
2024
Q3 | $753K | Sell |
28,912
-53,716
| -65% | -$1.4M | 0.3% | 56 |
|
|
2024
Q2 | $2.08M | Hold |
82,628
| – | – | 0.89% | 25 |
|
|
2024
Q1 | $1.92M | Sell |
82,628
-18,796
| -19% | -$436K | 0.85% | 29 |
|
|
2023
Q4 | $2.1M | Buy |
101,424
+32,472
| +47% | +$673K | 1.16% | 29 |
|
|
2023
Q3 | $1.25M | Buy |
+68,952
| New | +$1.25M | 0.77% | 38 |
|